{"id":1050,"date":"2014-10-30T19:20:59","date_gmt":"2014-10-30T13:50:59","guid":{"rendered":"https:\/\/www.inogic.com\/blog\/?p=1050"},"modified":"2014-10-30T19:20:59","modified_gmt":"2014-10-30T13:50:59","slug":"calculated-fields-introduced-in-dynamics-crm-2015","status":"publish","type":"post","link":"https:\/\/www.inogic.com\/blog\/2014\/10\/calculated-fields-introduced-in-dynamics-crm-2015\/","title":{"rendered":"Prayers Answered – Calculated Fields Introduced in Dynamics CRM 2015"},"content":{"rendered":"

Introduction:<\/strong><\/p>\n

It was one feature that other competing CRM systems had for a while and has been an \u201cask\u201d of many for many years now. Calculated field means a field that has its value calculated automatically based on the formula provided.<\/p>\n

Till date, this used to be achieved through scripting or may be a plugin or workflow. Business Rules still did not help accomplish this simple need. No deployment was ever made that did not require a simple calculation to be performed.<\/p>\n

In CRM 2015, you can now define the formula at the time of adding the field itself. This ensures it is executed at all times, server-side. But since it is updated synchronously you can see the updates immediately upon save.<\/p>\n

Walkthrough:<\/strong><\/p>\n

Now when you add a new attribute in CRM you will see a new option available that allows you to select the \u201ctype\u201d of the field being created.<\/p>\n

\"Add<\/a><\/p>\n

It currently supports the following 3 types:<\/p>\n

Simple<\/strong>: Simple is the normal fields that we have had all along.<\/p>\n

Calculated<\/strong>: Calculated is when you would like the value of this field to be automatically calculated based on the calculation logic provided.<\/p>\n

Rollup<\/strong>: Rollup fields allow for aggregation of child record values on the Parent record. An example for this would be total Invoice amount on the Account record.<\/p>\n

In this part of the blog, we would look at the Calculated field.<\/p>\n

Consider an example where we need to calculate the Commission based on the type of opportunity.<\/p>\n

If Opportunity Type<\/strong> is Service then commission should be 20 % of Actual Revenue and if Opportunity Type<\/strong> is Software then commission should be 30 % of actual Revenue.<\/p>\n

To accomplish this,<\/p>\n

We will first create Commission field as calculated field. As we create Commission\u00a0field as Calculated Field it becomes read only on the form.<\/p>\n

\"Commission<\/a><\/p>\n

To define the calculation for Commission field click on Edit button and that appears only when Field type is Calculated and Rollup.<\/p>\n

\"Commission<\/a><\/p>\n

This opens a UI similar to Business Rules where we can define calculation. For above requirement we have defined the conditions and actions as below:<\/p>\n

\"Conditions<\/a><\/p>\n

When setting the action and formula, you get intellisense to support the common functions<\/p>\n

\"Intellisense<\/a><\/p>\n

\"Intellisense<\/a><\/p>\n

With this done, now when you create a new record, upon Save you will find the Commission\u00a0automatically set.<\/p>\n

Calculated field type is supported for the following data types – Single line text field, Option set, Two Option, Whole Number, Decimal Number, Date Time field.<\/p>\n

Key points of Calculated Fields:<\/strong><\/p>\n